Investments
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5 Investment Trends Most Popular Right Now with Seasoned Investors
Seasoned investors tend to look at the markets with a long-term view, using current volatility that might be short- or medium-term to buy into themes that will pay off over many years, writes Giovanny Moreano for Bankrate. These trends are hard to identify but can result in significant gains. Among the five trends currently most…
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Learn More About Sustainable Investing — And How to Simplify It
Sustainable investing — also known as ESG investing, green investing, and ethical investing, among other monikers — is an investment strategy that, in addition to financial returns, considers a company’s or investment’s impact on the environment and society, writes Alana Benson for NerdWallet. While investing in a cleaner planet and more equitable society looks great…
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Wall Street Journal: Secretive Bala Trading Firm’s TikTok Jackpot Worth Estimated $15B
Susquehanna International Group, an options-trading giant based in Bala Cynwyd, bet big on TikTok and stands to reap the rewards, regardless of the outcome of the struggle between China and the U.S. over the popular video-sharing app, write Rolfe Winkler, Jing Yang, and Alexander Osipovich for The Wall Street Journal. Susquehanna – which The Journal…
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Vint Investing Platform Makes Wine and Spirits More Accessible as Alternative Assets
Despite the growing popularity of alternative investments such as real estate, gold, and cryptocurrencies, wine and spirits continue to be overlooked, writes James Wells for Benzinga. One of the reasons is the steep learning curve of wine investing. This involves a number of challenging details, like valuing specific vintages or securing allocations from coveted producers.…
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Peer-to-Peer Lending Can Help You Earn Passive Income
Peer-to-peer (P2P) lending uses online platforms to connect lenders and borrowers directly, without the use of conventional financial intermediaries, like banks, writes Jagjit Singh for CoinTelegraph. In P2P lending, also referred to as marketplace lending, individuals or businesses looking for loans can request funding on a P2P platform by creating loan listings. Using the same…
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Blue Bell’s BrightView Holdings Announces New CEO and Multi-Million Dollar Investment
Blue Bell’s BrightView Holdings will be under new leadership on October 1, writes Ryan Mulligan for the Philadelphia Business Journal. The commercial landscaper also secured a $500 million investment from a private equity firm to pay off 90 percent of its debt. Dale Asplund will be taking the reigns as the company’s chief executive…
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Investing in Fine Art Now Simpler as Access to Alternative Asset Classes Expands
Fine art is an untapped space that has mostly been reserved for investors who have millions to buy an entire painting, writes Diana Bird for Moneywise. This provided them with a distinct advantage, as contemporary art has outperformed the S&P 500 for the last 26 years by 131 percent. Now, a new platform has made…
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Strategies You Need to Know to Maximize Your 401(k)
Named after its section in the Internal Revenue Service code, 401(k)’s and other employer-sponsored retirement plans, such as 403(b)’s and 457’s, have become a mainstay for building and saving toward retirement. These retirement plans offer the most comprehensive benefits, from the highest contribution limits to employer matching to unlimited creditor protection, to name a few.…
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Younger Generations Are Eschewing the Stock Market, Turning to Alt Investments to Grow Wealth
Young, rich investors are veering away from conventional choices such as stocks and bonds and turning to alternative investments to grow their wealth, writes Jeannine Mancini for Benzinga. According to a new survey conducted by Lansons, less than 10 percent of the American population has invested in alternative assets. At the same time, younger generations…
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New Bill Aims to Grant Accredited Investor Status, Access to Private Markets to Those Who Pass Exam
If you’re interested in investing in a hot startup or joining a market-beating private investment fund, chances are you won’t be able to unless you’re already quite wealthy or have particular investment expertise, writes Brian J. O’Connor for SmartAsset. However, a recently passed House bill wants to change that and allow investors to put their…
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Retirees Can Earn Annual Income by Giving Some of Their IRA Savings to Charity
After Congress passed a series of retirement changes at the end of last year, retirees are now able to earn an annual income by giving some of their IRA savings to charity, writes Ashlea Ebeling for The Wall Street Journal. Retirees who donate up to $50,000 from their individual retirement accounts to charities can get…
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Last Year the Ultra-Wealthy Focused on These Alternative Investments
The ultra-rich have access to alternative investments that are usually unavailable to average investors, and they have been taking full advantage of them, writes Lyle Daly for The Motley Fool. Among ultra-high-net-worth investors, whose net worth is at least $30 million, alternative investments make up an average of 50 percent of assets. Meanwhile, that share…
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New York Firm Throws Conshohocken-Based David’s Bridal a Lifeline
Conshohocken-based David’s Bridal has a potential buyer, just three months after it filed for bankruptcy protection, writes Emma Dooling for the Philadelphia Business Journal. New York-based CION Investment Corp. submitted a bid to acquire a portion of David’s Bridal’s assets. The wedding retailer will seek the bid’s approval at a hearing on July 14.…
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Two Montgomery County Startups Secure Millions in Roundup Funding
Two Montgomery County startups secured millions of dollars in a roundup of fundraising. Ambler-based Nexteon Technologies is an aviation tech firm that raised $4.79 million from 30 investors, writes Ryan Mulligan for the Philadelphia Business Journal. The company, which was launched in 2017 develops technology for aviation, including the SmartRoutes product which optimizes routes…
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Ultra-Wealthy Focused on These Alternative Investments in 2023
The ultra-rich have access to alternative investments that are usually unavailable to average investors, and they have been taking full advantage of them, writes Lyle Daly for The Motley Fool. Among ultra-high-net-worth investors, whose net worth is at least $30 million, alternative investments make up an average of 50 percent of assets. Meanwhile, that share…
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Affluent Millennials Use This Strategy to Lower Taxes and Build Next-Gen Wealth While Giving Back
Millennials, who are now the highest-earning generation in the United States, have found a strategy that helps them lower taxes and build next-generation wealth while giving back, writes Jonathon Morrison for Forbes. Millennials with high incomes who are philanthropic and focused on impact investments are increasingly turning to optimized charitable lead annuity trusts. These are…
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Oaks-Based SEI Investments Signs Sponsorship Deal with the Phillies
Oaks-based SEI Investments has inked a multiyear sponsorship deal with the Philadelphia Phillies in hopes of attracting new clients and employees, writes Jeff Blumenthal for the Philadelphia Business Journal. SEI Investments provides banks, investment advisors, institutional investors, and investment managers with asset management software and services. The new partnership is part of its plan to…
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Here Are a Few Strategies Used by Ultra-high Net Worth Individuals That Are Applicable to Ordinary Americans
Many strategies used by ultra-high net worth individuals are also applicable to ordinary Americans who are looking to build their wealth, writes Ben Fraser for Forbes. The Tax Game Among the top ones is the tax game and knowing how to dominate it. All of the top earners have figured out a way to, as…
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